We all know that that making spreadsheets look nice can be tedious. It can also be difficult to come up with big-picture ideas to figure out how a spreadsheet should function, and what objectives it should abide by. Fortunately, we have templates. There are people who have done some of the grunt work for us and made awesome templates to help us get started using spreadsheets to manage data or day to day tasks.
Spreadsheets can be especially helpful in sales. You can use spreadsheets to track leads, sales, marketing, and appointments. You can also manage sales funnels from start to finish and create beautiful reports for internal and external use. Use a sales plan template exactly how it comes, or customize it to fit the way you work. Let’s get you started finding the best sales plan template in Google Sheets.
How to use Google Sheets templates:
There are a few different ways to access Google Sheets templates for sales.
1. Open Google Sheets.
2. Click “Template Gallery”
3. Click on any template and it will automatically open into a new Google Sheet, with instructions on how to use it. Like this:
There are currently only around 25 templates in the Google Sheets gallery, for both professional and personal use so not all of them will be what you are looking for. Keep an eye out for new additions from time to time, but until then, you can check out some 3rd-party sales templates, or templates that come in the form of add-ons.
Keep in mind, that using use the Sheetgo web app or add-on for Google Sheets, you can import data from an Excel file. The latest version of Sheetgo preserves formatting. So, if you find the perfect template out there online that is an “Excel” template, you can simply save it as a .xlsx or .csv file, and change it into a Google Sheets file using Sheetgo.
Let’s take a look at the templates:
Sheetgo’s sales plan template
Use this template to better track the sales leads of your sales representatives. This Sales lead tracker template in Google Sheets consists of a sales lead tracking spreadsheet for each representative and automatically exports that information into the manager’s master spreadsheet, where all sales lead tracking is visualized in a personal dashboard. Take a look at the instructions in this blog post or install the template directly by clicking the button below.
CRM Report from Google
This customer relationship management template is free and easily available right from the template gallery. This is really effective for small teams or solo-
Spreadsheet CRM is another sales and CRM dashboard template that was designed just for Google Sheets Users. Go to their website to sign up or get it here, the template will open. It will be View Only. You will need to click File → Make a copy to make your own copy and get started. This template is designed for small businesses to use as
Cold Email Sales
This template from SalesHacker is for tracking lead generation and sales via cold email. It can also be modified for cold calling. This a great tool to manage sales performance with individual employees over a period of time. This is a pretty simple template, but it can be a great motivator and help you see the big picture of your cold email process. Tracking percentages and outcomes is a great way to help you manage the efficiency of your sales pipeline. Here is the template. It will be View Only. You will need to click File → Make a copy to make your own copy and get started.
Another great template from Salesacker, this template helps you take a birdseye view of your yearly pipeline and analyze and adjust it by quarter. Set big goals and generate big revenue with the help of this great template. It will be View Only. You will need to click File → Make a copy to make your own copy and get started
Template Gallery Add-on
You don’t necessarily need to go scouring the web for templates. There is also a great add-on called Template Gallery with many templates available. Simply get and open the add-on, then browse through the templates. When you find one you like you can click it, and save a copy to your drive. These templates are by Vertex42. If you go directly to their website, they only have templates for Excel users, but by using this handy add-on, you can access their templates in Sheets!